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Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Financial Advisor Success

CHAPTER

Selling Ownership and Growth Strategies

The chapter delves into the founder's approach to selling ownership in the company, using valuation methods combining yield and growth rates to provide significant returns for partners. It also discusses sources of growth such as client referrals and visibility through volunteering, industry organizations, and media features. The company's surge in demand due to alternative models and efforts to scale up the team to meet increasing client needs are highlighted.

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